Judith Mohr is the owner of Milestone Advice Group. Milestone Advice Group is a one-of-a-kind wealth management firm working collaboratively with clients to provide comprehensive financial advice. She graduated from Texas Christian University with a degree in Communications in Human Relations. In 1987, she began her career in wealth management, earning her Certified Financial Planner designation in 1999. She works extensively with executives, business owners, health care professionals and others who seek confidence in planning the retirement phase of their lives. Judith specializes in Retirement Package Evaluation as well as Retirement and Estate Planning. She has presented hundreds of retirement workshops and is well-known for her captivating and enlightening seminars.
A devoted TCU Horn Frogs and Carolina Panthers football fan, she resides in Charlotte, NC with her husband David, two sons Max and Michael, and two dogs.